From $500 to $2M+ — step by step.
Wealth Roadmaps
Month-by-month plans across 5 and 10-year horizons. Every step names the funding source, entity move, tax election, and asset target — with alternative scenarios if the market shifts.
How this fuels your wealth engine
Every item below feeds one of three levers OPM optimizes for you — access to capital, after-tax return, and compounding speed. Click any topic to open a deep-dive with your wealth team, personalized to your profile and numbers.
What it covers — tap to dive in
You'll walk away with
Live tool
Wealth Roadmap Projector
See the compounding path to your target.
Year 1
$53,600
Year 3
$140,033
Year 5
$260,381
Year 10
$810,316
Years to target
yrs
Projected from your inputs — edit to set your own deadline.
Monthly needed for that deadline
$2,038
Educational estimate — verify with a licensed CPA / lender.
Ask your wealth team